Mumbai, May 26: HDFC Asset Management Company Limited investment manager to HDFC Mutual Fund (HDFC MF) and one of India’s leading mutual fund houses, highlights the completion of 5 years of its HDFC Multi-Asset Active FOF on May 05, 2026. Over the last 5 years, this FOF has outperformed its benchmark across multiple time horizons, while navigating varying market conditions.
Launched in May 2021, the fund follows a diversified multi-asset strategy by investing across equity-oriented, debt-oriented, and Gold ETF schemes. The fund aims to help investors participate in long-term wealth creation through thoughtful allocation across asset classes while navigating changing market environments.
As on April 30, 2026, the Scheme (Regular – Growth Option) has outperformed the benchmark by 2.75% since inception. More importantly, being a Multi Asset Allocation FOF, the drawdown of Fund has been much lower than NIFTY 50 TRI between market peak hit on September 26, 2024 and April 30, 2026 – standing at +5.3% versus -4.5% during this period.
This performance comes at a time when investors are increasingly looking at diversified investment strategies to navigate market volatility and build resilient long-term portfolios. Asset allocation has gained relevance as investors seek balanced participation across asset classes, rather than relying on a single market segment. The fund recently completed five years since inception.
Commenting on the fund performance, Navneet Munot, Managing Director & Chief Executive Officer, HDFC Asset Management Company Limited, said,
“At HDFC Mutual Fund, our mission is to offer every investor solutions that allow diversification across asset classes and rooted in potential long-term wealth creation. With HDFC Multi-Asset Active FOF, our endeavour is to provide investors a one-stop solution to diversified investing and disciplined asset allocation, while navigating through different market cycles.”
Srinivasan Ramamurthy, Senior Fund Manager – Equities, HDFC Asset Management Company Limited, added,
“HDFC Multi-Asset Active FOF offers investors a dynamic and holistic approach to asset allocation. The investment strategy combines horizontal coverage (across asset classes) with vertical coverage (across market caps and sectors for equity-oriented schemes, and across durations, sectors and themes for debt-oriented schemes). By combining negatively or lowly correlated assets, this approach meets asset allocation needs while bringing meaningful diversification to the portfolio. As opportunities and risks evolve, we aim to combine disciplined asset allocation with active management to generate risk-adjusted returns.”